Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,278 | $57,330+85.4% | $86,656+22.6% | $75,177+41.4% |
| Participation rate | 64.4% | 63.2%+1.3pp | 71.7%-7.3pp | 67.2%-2.8pp |
| Annual return | 4.27% | 2675.40%-2671.1pp | 593.09%-588.8pp | 160.75%-156.5pp |
| Employer contribution / active EE | $678 | $2,316-70.7% | $3,025-77.6% | $2,671-74.6% |
| Participant deferral / active EE | $2,957 | $3,320-10.9% | $4,439-33.4% | $4,126-28.3% |
| Admin fee / account holder | $7,674 | $4,115+86.5% | $5,619+36.6% | $5,651+35.8% |